Data Capture and Exports

Guidance on closing event registration using Forms or Event Status, with notes on end dates and closed messages.

Guidance on creating and configuring custom reports in Profiles, including Setup, Display, Groups, Subtotals, Columns, Filters, and Page sections.

A brief PDF guide describing how to set up Promo Codes for use in an event; includes enabling the sub-module and related resources.

Instructions to import attendees' accommodation reservations from Excel or CSV into an event, including prerequisites, required fields, and step-by-st...

Help Center article describing how the Event Details Page uses event-specific Dynamic Data Fields to customize event information.

Documentation about the Website Display shell and custom display shell features in Certain's platform.

Documentation on configuring up to three levels of summary groupings for event reports in the Certain platform.

Steps to delete a registrant from an event in the Certain Help Center, including mass action and profile deletion, with notes about payments and test ...

Overview of the Meeting Requests (Home) page in the Certain Help Center, including the meeting requests list, filters, and actions.

Instructions for using the search feature in the Certain Help Center, including field, operator, value, and account selection, plus how results open.

Instructions for searching registrations across events and accounts in the Certain platform.

Instructions for linking a website to a Certain form by copying the form URL and embedding it in site HTML.

Defines labels for the Agenda Search form fields and configuration options, including filters, rows per page, and no-results messaging.

Instructions for adding and configuring Custom HTML sections within a registration form on the Certain platform.

Guide to creating a new registration form in Certain's event platform, covering sections, setup, layout, and advanced settings.

Documentation on the Forms List in the Certain platform, including how forms are listed and managed.

Guidance for creating and editing custom Suppliers reports in the Certain platform.

Instructions to add a custom header and footer to supplier reports using the HTML Editor and data fields.

Instructions to customize the header and footer for custom reports across formats including HTML, PDF, and Excel, with dynamic fields and HTML Editor ...

Guidance on creating and configuring summary groups to sort data in event reports for printable formats.

Settings for display and print options in Event Reports, including display format, data formats, and print settings.

Help article on configuring the Itinerary PDF appearance and content for events in Certain.

A PDF guide explaining how to schedule emails in Certain.

An illustrated PDF describing how to manage Sessions and Speakers in an event.

A guide describing the Event Session Summary Report, including what it lists, how to access details, and export options.

Options to display, format, and print profile reports, including display format, data format, and print settings.

Instructions for scheduling emails to registrants in Certain Platform using Email Templates.

Release notes for 2025 Spring Release #3 (8.3.26), detailing bug fixes across accounts, agenda items, emails, forms, itineraries, imports, and the spe...

Instructions for bulk uploading translated content in Touchpoint when multiple languages are enabled.

Instructions for bulk uploading content to Touchpoint using an Excel workbook, including headings, data preparation, and import steps.

Documentation on creating and managing Groups and Terms to filter resources in Touchpoint.

Overview of the Accommodation Module in Certain, including enabling, statuses, hotels, room types, blocks, sub-blocks, forms, and roommate management.

Guidance on resolving issues with dynamic data fields not rendering in email templates when recipients are marked as Test Registrants.

Learn how to enable and use Web Integration Links to customize attendee experiences by inserting dynamic data into emails and forms.

Guide on identifying potential duplicate registrations when an event has more than 5,000 registrations, using an exported Excel file.

Guide describing how to modify hyperlink appearance on forms and websites using CSS.

Instructions to enable and configure the event waitlist, including capacity setup, waitlist status, email notifications, and queue management.

Step-by-step guide to auto-assign a Speaker Attendee Type using form logic in the Certain platform.

Instructions to embed a Google Map into a form by copying embed HTML from Google Maps.

Instructions to streamline agenda item entry in Certain using Import/Export features, including creation, export, Excel editing, and re-import.

Overview of how Certain publishes forms and websites and how to deliver their URLs to attendees.

The Event Registration Chronicles dashboard helps analyze the pace of registrations across events, with filters and a screenshot-ready view for docume...

When importing Room Reservations, you may encounter an error indicating the date/time format should be MM/dd/yyyy, with steps to fix by adjusting Exce...

Instructions to create and use account-level display fields to configure event displays.

Release notes for 2025 Fall Release #2 (8.3.38) detailing bug fixes across blocks, forms, attendees, payments, and reporting.

Overview of formats for delivering reports including HTML, PDF, Excel, CSV, and TXT.

Release notes for Certain 7.1.4, detailing bug fixes across admin interface, country list, email, forms, groups, reporting, and speaker/session manage...

Release notes for Certain 7.0.7 detailing bug fixes across multiple components.

Release notes for Certain 7.0.4, detailing enhancements and bug fixes.

Release notes detailing enhancements and bug fixes for Certain 7.0.1.

Instructions for configuring the order of sections and items on a form, including page layout and encryption rules.

Instructions to create a new registration form in the Certain platform, including how to start, save, configure, and copy forms.

Instructions for editing a form in the Certain platform, including navigation and preview tips.

Explains how to preview a form in the Certain Forms module with split-screen edit mode and preview–edit toggling.

FAQ covering common tasks for managing forms in the Certain Help Center.

FAQ about activating waitlists for specific agenda items on registration forms.

Instructions for using the Report Results window in the Certain platform, including Action Bar, filtering, sorting, and row controls.

Overview of the Event List page in Certain Platform, including filtering, exporting, and navigation features.

Overview of the Event List in Certain Platform's Help Center, including filters, columns, and event management.

Guide to creating a custom registration confirmation for events, including text fields, barcode inclusion, and section headers.

Instructions to add and edit custom Event Display Fields for use in events, including Primary and Extended Display and Dynamic Data Fields.

Instructions for creating and printing event-level printable confirmation templates, including header content, barcodes, and notes.

The Query Registrations page enables quick, detailed searches to locate registrants with configurable filters, columns, and actions.

Guidance for importing and managing registration session instances via the Registrations Import wizard.

The Profiles page enables detailed searches of the profiles database for the current account and allows editing a selected record.

Instructions for creating and editing account-level printable confirmation templates in Certain's Help Center.

Guide to creating and managing account-level HTML content blocks in Certain's platform.

Guide to using the Registration Groups as Promo Codes module in Certain.